Adams Wealth Management’s JPMorgan Chase JPM Stock Holding History

Adams Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Hold	890	–	–	0.06%	133
2026 Q1	$262K	Hold	890	–	–	0.06%	132
2025 Q4	$287K	Sell	890 -3	-0.3%	-$929	0.06%	139
2025 Q3	$282K	Sell	893 -783	-47%	-$233K	0.06%	141
2025 Q2	$486K	Sell	1,676 -193	-10%	-$49.3K	0.09%	98
2025 Q1	$458K	Hold	1,869	–	–	0.09%	97
2024 Q4	$448K	Hold	1,869	–	–	0.09%	93
2024 Q3	$394K	Hold	1,869	–	–	0.08%	94
2024 Q2	$378K	Hold	1,869	–	–	0.09%	88
2024 Q1	$374K	Hold	1,869	–	–	0.09%	87
2023 Q4	$318K	Sell	1,869 -39	-2%	-$5.91K	0.09%	84
2023 Q3	$277K	Sell	1,908 -20	-1%	-$3K	0.09%	81
2023 Q2	$280K	Hold	1,928	–	–	0.09%	87
2023 Q1	$251K	Sell	1,928 -4	-0.2%	-$548	0.08%	94
2022 Q4	$259K	Buy	1,932 +1	+0.1%	+$127	0.09%	84
2022 Q3	$202K	Sell	1,931 -38	-2%	-$4.36K	0.08%	83
2022 Q2	$222K	Buy	1,969 +91	+5%	+$11.3K	0.08%	67
2022 Q1	$256K	Sell	1,878 -194	-9%	-$28.6K	0.08%	64
2021 Q4	$328K	Sell	2,072 -9	-0.4%	-$1.48K	0.1%	65
2021 Q3	$341K	Hold	2,081	–	–	0.13%	59
2021 Q2	$324K	Hold	2,081	–	–	0.14%	62
2021 Q1	$317K	Hold	2,081	–	–	0.15%	59
2020 Q4	$264K	Hold	2,081	–	–	0.17%	52
2020 Q3	$200K	Sell	2,081 -95	-4%	-$9.33K	0.16%	59
2020 Q2	$205K	Buy	+2,176	New	+$206K	0.21%	70
2020 Q1	–	Sell	-2,176	Closed	-$303K	–	84
2019 Q4	$303K	Buy	+2,176	New	+$279K	0.26%	81

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Adams Wealth Management's JPM Position: Q2 2026 in Review

Adams Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 890 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #133.

Adams Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $486K in Q2 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Adams Wealth Management held 890 shares of JPMorgan Chase worth $291K as of Q2 2026.
Adams Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.06% of Adams Wealth Management's portfolio in Q2 2026, its #133 holding.
Adams Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
Adams Wealth Management's JPMorgan Chase position peaked at $486K in Q2 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.